2023 Form 5500 filing — Opportunity Living Benefit Trust
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015075747NAL0015962083005) for Opportunity Living Benefit Trust, reported by Opportunity Living under EIN 42-1293894 and plan number 502. It reports 87 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241015075747NAL0015962083005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Opportunity Living
- EIN
- 42-1293894
- Plan number
- 502
- Location
- Lake City, IA
- Participants
- 87
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,559,697
- Total liabilities (EOY)
- $83,878
- Net assets (EOY)
- $1,475,819
- Employer contributions
- $1,419,653
- Participant contributions
- $143,816
- Total income / additions
- $1,901,941
- Benefits paid
- $1,323,674
- Administrative expenses
- $88,185
- Total expenses
- $1,411,859
- Net increase / (decrease)
- $490,082
- Schedule source
- Schedule I